Our Services

Capstone works with Investment Funds, Pension Funds, Registered Charities, Foundations & Endowments, Unions, Schools, Churches, Family Offices, and other Institutions to provide investment solutions in both traditional and non-traditional markets. Investment services include individual mandates, discretionary management and portfolio sub-advising.

Individual Mandates

Institutions or family offices can choose to compliment other strategies with one or more proprietary pooled funds offered by Capstone Asset Management. This structure provides the following benefits:

  • Diversification by asset manager
  • Performance tracking based on mandate/asset class
  • A best of the best multi-manager approach

Discretionary Management

Institutions seeking a comprehensive approach may choose to have Capstone act as their discretionary manager. As part of this agreement, clients can expect the following benefits:

  • Access to a professionally managed, diversified portfolio strategy
  • Comprehensive reporting and regular reviews
  • Relief from the responsibility of daily investment management activities and decisions

Sub-Advisory Agreements

Capstone provides Fund Management and Advisory services to Institutions seeking management of newly launched or existing Funds. Institutions wishing to offer a Fund bearing their own name can outsource the Portfolio Management, Fund Management, and Distribution to Capstone. These agreements can provide the following benefits:

  • Collaboration alongside experts in specific market niches
  • Further diversification of existing investments through introduction to Capstone’s strategies
  • Establishment of a ‘brand-name‘ fund while leveraging Capstone’s proprietary research and investment management expertise

 

We want to hear from you

Talk to one of our Portfolio Managers today.

 

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